Preferred Team Manager

Fifth Third Bank; Carmel (IN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Total Rewards benefits

Competitive compensation

Job summary

Fifth Third Bank seeks a seasoned leader to drive delivery of banking products and services across Retail, Securities and Insurance, supervising licensed bankers and driving sales performance.

This role emphasizes regulatory compliance, risk management, and education of the licensed banking team within an assigned territory, with travel as required and the opportunity to influence customer outcomes and team growth.

Qualifications

• College degree or equivalent experience required.
• Series SIE, 7, 66, 24, and insurance licenses required.
• Requires 7+ years' experience in a sales environment and financial industry.
• Requires strong verbal and written communications skills, excellent presentation skills, and strong PC skills.
• Must be able to collaboratively work in a team environment with subordinates, peers and upper management.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
• Ability to travel required.
• Preferred Team Manager

Responsibilities

• Coach assigned Preferred Relationship Managers/Advisors using consultative sales skills to identify financial needs and recommend solutions.
• Provide sales management direction to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.
• Inspect documentation and reporting to manage the team including household reports, financial center P/Ls, FNA, credit queues and dashboards.
• Develop and maintain collaborative relationships with Retail leadership and supporting business partners to assess financial needs.
• Facilitate educational updates for Licensed Bankers via seminars, conference calls, meetings or virtual offerings to meet objectives.
• Manage the licensing process for licensed banker candidates in the territory with the Manager of Bancorp Licensing Programs.
• Participate in onboarding of new licensed bankers including orientation and coursework.
• Maintain knowledge regarding Investment products distributed through the Retail channel.
• Responsible for all FTS supervisory duties within assigned territory

Skills

Sales leadership

Regulatory compliance

Communication skills

Team supervision

Travel ability

Education

Bachelor's degree or equivalent

Job description

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION

This leadership role will be responsible for driving consistent execution of the delivery of retail, securities and insurance products and services. Will collaborate with both Retail and Brokerage leadership to lead sales performance and education for licensed bankers. Responsible for adherence to regulatory and Bancorp policies, procedures and compliance within assigned territory.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Consistently coach assigned Preferred Relationship Managers/Advisors using consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.
• Provide sales management direction, i.e., review strategy, best practices, training/coaching and production expectations to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.
• Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to household reports, financial center p/l's, financial needs assessments (FNA), credit queue's and all dashboards.
• Develop and maintain collaborative relationships with Retail leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.
• Facilitate educational updates and requirements for Licensed Bankers utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure bankers are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.
• Manage the licensing process for the licensed banker candidates in the assigned territory in conjunction with the Manager of Bancorp Licensing Programs.
• Participate in new licensed banker onboarding to include licensed banker orientation and required coursework completion
• Maintains knowledge regarding Investment products distributed though out the Retail channel.
• Responsible for all FTS supervisory duties within assigned territory

SUPERVISORY RESPONSIBILITIES

• Position is part of the Series 24 principal management matrix with Series 24 principal supervisory responsibility of licensed bankers in an assigned territory.
• Direct supervision of Preferred Relationship Managers/Advisors in assigned territory.
• Provides employees timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance employee career growth; develop appropriate talent pool to ensure adequate bench strength and succession planning; recognize and reward employees for accomplishments.

MINIMUM KNOWLEDGE & SKILLS REQUIRED

• College degree or equivalent experience required.
• Series SIE, 7, 66, 24, and insurance licenses required.
• Requires 7+ years' experience in a sales environment and financial industry.
• Position requires in-depth knowledge of Retail and Brokerage policies and procedures in order to effectively lead and supervise the licensed banker population.
• Requires strong verbal and written communications skills, excellent presentation skills, and strong PC skills.
• Must be able to collaboratively work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers and upper management.
• Work requires excellent organizational skills and the ability to multi-task and to be flexible.
• This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS"). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
• Pass consultative selling skills certification and complete ongoing educational requirements as prescribed
• Ability to travel required.
• Preferred Team Manager

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pa